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Trading platform and CRM that will bring your company to the next level

Trading platform

Client-oriented

Our platform is available for users of any level of experience. For professional users, we have a full spectrum of trading tools for profitable work. And the newbies can easily learn how to trade and get to know the market.

Integration with CRM

The trading software of Pentview goes side to side with the CRM system. With this feature, you can see the trading results of the users, their needs and preferences, which will help you to know your clients better.

Professional tools

For clients with a high level of experience, we have a list of trading tools. With them, users will be able to analyse the market, make forecasts and open more successful trades that will bring them profits.

Intuitive design

The simple design of the platform gives our users an opportunity of finding and accessing the most important tools just in one click. Now, you can easily open trades, use tools and have total control of your trades.

CRM-system

Focus on details

CRM from Pentview is fully focused on trading. That is why all the features have an emphasis on processes important for brokers: client management, integration with the trading platform, simplicity in use.

Easy management

Receive overviews on every important aspect of your company. Track the tasks, activities, finances, and work progress of your team. With software from Pentview, you will never have to make any report manually.

Sales upgrade

Make the work of your sales team easier with detailed reports about every client. This feature will make the work of your managers more organized and you will always be aware of your client’s needs.

Track your team

Be aware of the results of your sales team with customizable dashboards. Assign the targets for each team, track the results and make new goals. With the CRM from Pentview, you can make it just in a few clicks.

What we offer?

  • Smart customer retention

    CRM system is not just a tool for finding and connecting to your clients, it is also an important asset to improve the customer experience of the existing users. Watch all the actions on the clients profile to offer him the best service.

  • Oriented solutions

    An easy-to-use platform with a wide range of trading assets will be the best option for your customers. And the CRM white label will give you and your employees all needed tools for client management and exceptional work performance.

  • Improved segmentation

    Customer segmentation has never been so easy-going. Divide your customers into the target groups and move your customer management to the next level. Sort user profiles by separate categories, improving your marketing strategy and sales.

  • Better consumer awareness

    The CRM system from Pentview is a key tool for client management of your company.
    A CRM framework is a strategic tool for the main company departments, that include sales, marketing, customer support, and more.

  • Smart customer retention

    CRM system is not just a tool for finding and connecting to your clients, it is also an important asset to improve the customer experience of the existing users. Watch all the actions on the clients profile to offer him the best service.

  • Oriented solutions

    An easy-to-use platform with a wide range of trading assets will be the best option for your customers. And the CRM white label will give you and your employees all needed tools for client management and exceptional work performance.

  • Improved segmentation

    Customer segmentation has never been so easy-going. Divide your customers into the target groups and move your customer management to the next level. Sort user profiles by separate categories, improving your marketing strategy and sales.

  • Better consumer awareness

    The CRM system from Pentview is a key tool for client management of your company.
    A CRM framework is a strategic tool for the main company departments, that include sales, marketing, customer support, and more.